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Bank of America

3,325 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 217 funds opening new positions, 1,381 increasing their positions, 1,296 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.38B | Put options by funds: $8.38B

Holders
3,325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.38B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$2.08B
2 +$1.03B
3 +$864M
4
Citigroup
Citigroup
New York
+$757M
5
Capital World Investors
Capital World Investors
California
+$737M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
2626
Market Street Wealth Management Advisors
Indiana
$358K
GAA
2627
Global Assets Advisory
Florida
$358K
EC
2628
EdgeRock Capital
Colorado
$357K
CFG
2629
Carter Financial Group
Illinois
$357K
FBC
2630
Fairfield, Bush & Co
Connecticut
$357K
GGS
2631
Galvin Gaustad & Stein
Arizona
$356K
NWM
2632
Northwest Wealth Management
Iowa
$356K
WWG
2633
West Wealth Group
California
$356K
OHIS
2634
Oak Harvest Investment Services
Texas
$355K
1CP
2635
17 Capital Partners
Arizona
$355K
FCG
2636
Fielder Capital Group
Tennessee
$354K
TWM
2637
TriaGen Wealth Management
California
$354K
BSA
2638
Bull Street Advisors
Georgia
$353K
SL
2639
Sentinus LLC
Illinois
$353K
PI
2640
Pettee Investors
Connecticut
$352K
PCFFS
2641
Pacific Center for Financial Services
California
$352K
CPSAC
2642
Chas P. Smith & Associates (CPS)
Florida
$352K
RCM
2643
Requisite Capital Management
Texas
$351K
PFG
2644
Putney Financial Group
California
$351K
IFA
2645
Index Fund Advisors
California
$351K
IWP
2646
Invenio Wealth Partners
Florida
$351K
FCIM
2647
Fairview Capital Investment Management
California
$350K
AF
2648
Atala Financial
California
$350K
CCWM
2649
Correct Capital Wealth Management
Missouri
$350K
MC
2650
Middleton & Co
Massachusetts
$349K